Posted by Optimize on September 20, 2021

Optimize Wealth Welcomes
Peter Kelleher and its newest office in Ottawa, Ontario, furthering its Nationwide Expansion

Toronto, September 20, 2021 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Peter Kelleher to the firm. Peter has extensive experience helping families in the Ottawa region for over thirty years.

“We are pleased to have another highly skilled and experienced planner like Peter join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.

At Optimize Wealth’s newest office in Ottawa, Peter will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.

“I’m thrilled to be joining Optimize,” said Peter Kelleher. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.

About Peter Kelleher

As a Certified Financial Planner professional (CFP®) and small business owner for the past 27 years, Peter fully understands and appreciates the discipline, dedication, and hard-work needed to make your goals a reality. It is with this mindset that Peter is able to transcend his financial business knowledge and experience to the families and clients he services.

Peter strongly believes in focusing on the structure of the client’s overall situation to optimize all areas that affect their financial well-being. Educating his clients is essential for the proper implementation and long-term success of the recommended strategies to achieve the desired objectives. By having a plan, clients realize that even the little decisions they make today can have a large impact on their situation tomorrow. However, they also understand that money is very emotional and that the best financial decision is not necessarily the best decision!

About the Optimize Wealth Advisor Platform

Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.

Join Optimize Wealth: A firm built by Advisors, for Advisors

The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues
they generate from their clients.

Looking to Grow Your Practice or Map Your Exit?

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.

Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email matthew.j.mcgrath@optimize.ca.